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State Street Energy Select Sector SPDR ETF

971 hedge funds and large institutions have $7.64B invested in State Street Energy Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 353 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

72% more call options, than puts

Call options by funds: $4.09B | Put options by funds: $2.38B

65% more capital invested

Capital invested by funds: $4.63B → $7.64B (+$3B)

50% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 236

29% more funds holding

Funds holding: 753971 (+218)

5.38% more ownership

Funds ownership: 108.66%114.04% (+5.4%)

Holders
971
Holders Change
+218
Holders Change %
+28.95%
% of All Funds
17.18%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
301
Increased
353
Reduced
236
Closed
72
Calls
$4.09B
Puts
$2.38B
Net Calls
+$1.72B
Net Calls Change
+$1.82B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Aberdeen Wealth Management
Illinois
$410K
CS
602
Capital Square
Tennessee
$409K -$76.2K -4,422 -17%
EP
603
Eudaimonia Partners
Tennessee
$407K +$321K +18,644 +655%
CWS
604
Cypress Wealth Services
California
$402K +$365K +21,188 New
NFG
605
Nations Financial Group
Iowa
$400K -$5.72K -332 -2%
GAB
606
German American Bancorp
Indiana
$396K +$360K +20,908 New
AWM
607
Altavista Wealth Management
North Carolina
$395K -$179K -10,390 -33%
SCA
608
Snowden Capital Advisors
New York
$389K -$621K -36,050 -64%
AWA
609
Arete Wealth Advisors
Illinois
$389K -$1.28M -74,248 -78%
GCMG
610
Gyroscope Capital Management Group
Florida
$388K -$15.9K -922 -4%
MYIA
611
Mount Yale Investment Advisors
Colorado
$388K -$15.9K -922 -4%
LWM
612
Loveless Wealth Management
Montana
$385K +$18.8K +1,090 +6%
RHP
613
Royal Harbor Partners
Texas
$382K +$5.13K +298 +2%
CHJWM
614
Carlton Hofferkamp & Jenks Wealth Management
Texas
$378K +$299K +17,350 New
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$377K -$272K -15,804 -44%
AC
616
Abbrea Capital
California
$376K +$42.2K +2,446 +14%
FA
617
FDx Advisors
Illinois
$372K +$108K +6,256 +47%
BCP
618
Berkeley Capital Partners
Georgia
$372K +$339K +19,652 New
FNT
619
First National Trust
Pennsylvania
$371K +$71.8K +4,166 +27%
SG
620
Somerset Group
Minnesota
$369K -$46.6K -2,704 -12%
NB
621
NBT Bank
New York
$366K -$77.7K -4,506 -19%
1IA
622
1834 Investment Advisors
Wisconsin
$365K +$325K +18,860 +4,715%
H
623
HoyleCohen
California
$362K +$329K +19,090 New
CWM
624
Chesapeake Wealth Management
Virginia
$359K +$51.5K +2,986 +19%
AAM
625
Ameraudi Asset Management
New York
$357K -$687K -39,890 -68%

XLE Hedge Fund Activity: Q4 2020 in Review

971 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2020, worth a combined $7.64B — up 65% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new XLE positions and 72 closed out — a net gain of 229 holders — while 353 added to existing stakes and 236 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Susquehanna International Group, cutting an estimated $161M.

  • 971 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2020, up from 753 in Q3 2020.
  • Funds reported $7.64B of State Street Energy Select Sector SPDR ETF stock for Q4 2020, up 65% quarter-over-quarter.
  • 301 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2020 and 72 closed out, a net change of +229 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2020 was Bank of America, an estimated $125M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2020 was Susquehanna International Group, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2020.